Creative Planning’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $941K | Buy |
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|
2020
Q3 | $770K | Buy |
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|
2020
Q2 | $788K | Sell |
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|
2020
Q1 | $878K | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.38M | Hold |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $944K | Buy |
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|
2016
Q4 | $863K | Hold |
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|
2016
Q3 | $801K | Buy |
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|
2016
Q2 | $856K | Hold |
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|
2016
Q1 | $743K | Buy |
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|
2015
Q4 | $665K | Sell |
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|
2015
Q3 | $687K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $30K | Sell |
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|
2014
Q4 | $37K | Sell |
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|
2014
Q3 | $43K | Buy |
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|
2014
Q2 | $22K | Sell |
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|
2014
Q1 | $25K | Sell |
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|
2013
Q4 | $35K | Buy |
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|
2013
Q3 | $16K | Sell |
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|
2013
Q2 | $19K | Buy |
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